Choice & Formation of Entity

Tuesday, September 20 8:00am - 11:30am

(Check-In 7:30am)

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Fairmont Hot Springs Resort

1500 Fairmont Rd
Fairmont, MT 59711

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4.00 Credits

Member Price $138.00

Price will increase by $25 after 8/30

Non-Member Price $163.00

Price will increase by $25 after 8/30

Overview

All materials will be electronic only

This course will arm the participant with clarity about alternatives regarding choice of entity. Recent changes to tax law have businesses making decisions about the most advantageous choice of entity and reviewing their decisions. Participants will be empowered to have more focused discussions with their clients and to offer recommendations to those clients who own businesses or are planning to do so.

Highlights

  • Types of entities
  • Formation and elections
  • Start-up and organization costs
  • Advantages and disadvantages comparison

Prerequisites

3-5 years of tax experience.

Designed For

Primarily managers and partners in public accounting, CFOs, controllers and business owners.

Objectives

When you complete this course you will be able to:

  • Identify the types of business entities and the tax advantages and disadvantages of each.
  • Identify circumstances that warrant converting from S to C Corporation and gain a basic understanding of how to make the conversion.
  • Analyze tax issues related to the formation of a corporation.
  • Recognize other considerations regarding different entities and the impact on the business owner.

Preparation

None

Leader(s):

Leader Bios

David Peters

David R. Peters, CPA, CFP, CPCU, MST, MBA Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.

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Non-Member Price $163.00

Member Price $138.00